Year One On convergence, sovereignty, and the missing piece in a hundred-billion-dollar puzzle. April 2026 Africa loses more capital than it receives. That is not a metaphor. By multiple credible estimates—the Political Economy Research Institute, Global Financial Integrity, UNCTAD—the continent is a net creditor to the rest of
The Iran war shut one strait. Energy, semiconductors, food systems, and AI supply chains broke simultaneously. That’s not a coincidence — it’s a design flaw. And it tells you where the next decade of strategic value actually sits. Est. read time: 9 min Thirty-five days into the Iran war,
The Democratic Republic of Congo holds approximately 70% of the world's known cobalt reserves. Cobalt is essential for every lithium-ion battery on earth — the ones in your phone, your laptop, your EV, the grid-scale storage systems that make renewable energy dispatchable. It is also critical for aerospace alloys,
There is more patient capital chasing African infrastructure assets today than at any point in history. Development finance institutions have made record commitments. Climate funds are oversubscribed. Sovereign wealth funds from the Gulf to Singapore have Africa mandates. The global energy transition has made the continent — with its solar irradiance,
Over the past few months, I've implemented artificial intelligence into the operational management of my company. Not a chatbot that answers questions. Not a copilot that completes sentences. Sixteen autonomous AI agents — each with a defined role, a defined scope of authority, and the ability to communicate with